secwatch.observer — SEC 8-K summary
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Issuer:     MORGAN STANLEY (MS)
CIK:        0000895421
Form:       8-K
Filed at:   2025-01-16T23:59:59+00:00
Accession:  0000895421-25-000079
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Morgan Stanley Q4 EPS $2.22, revenue $16.2B; full year EPS $7.95, record revenue $61.8B
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- Q4 net revenues $16.2B, up 26% YoY; EPS $2.22 vs $0.85; ROTCE 20.2%.
- Full year net revenues $61.8B (record), EPS $7.95, ROTCE 18.8%.
- Institutional Securities rev $7.3B (+47% YoY); Wealth Mgmt $7.5B (+13%); Inv Mgmt $1.6B (+12%).
- Quarterly dividend $0.925/share payable Feb 14, 2025; $0.8B in share repurchases in Q4.
- CET1 ratio 15.9% at year-end; total client assets $7.9T across Wealth and Investment Mgmt.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/895421/000089542125000079/0000895421-25-000079-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/895421/000089542125000079/ms-20250116.htm
  HTML page:      https://secwatch.observer/filing/0000895421-25-000079

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer